Qualifications

  • Diploma in Regulated Financial Planning

Accreditations

  • Member of the Personal Finance Society

Bradley Rayner

Paraplanner

Brad holds the Diploma in Regulated Financial Planning and has worked in financial planning for over 5 years including roles at NatWest as well as another local financial planning firm.

He works closely with Ross, helping to look after our clients’ financial planning, and make sure the processes and procedures behind the scenes are as slick as they can be.

Outside of work

Brad enjoys spending time with friends and family, motor sport, going to the gym and is currently studying for his Advanced Diploma in Financial Planning which will mean obtaining the coveted gold standard – Chartered Financial Planner status!

Let’s chat…

Whether you have a question about any our services, how we work, or anything else, our team would love to hear from you.